Navigate to <https://platform.sparkadvisors.com/>

Go to your Contacts tab and choose a contact. 

You can now add important notes on the top right hand corner with our new Sticky Note feature.

Add a note under the Contact History tab by clicking +Add note.

You can add a note or a reminder. Here, with the reminder you can set the date for the reminder field, associate it with a contact, give it a subject, and add additioanl comments.

Once done, click "Add reminder" to save this reminder.

Your most recent reminder will then be at the top of your Contact History tab.

Clicking the three dots to the far right of the reminder gives you the option to Edit, Complete, or Delete the reminder.

Gloria Adams: turning 65

Tomorrow
Edit
Complete
Delete

give the client a call to talk about new plans

Spark emailed Gloria Adams.

Mon, Jun 24, 10:37 a.m.

From: Amy WASHINGTON <no-reply@spkstaging.com>

To: jenna+phyllis@sparkadvisors.com

Subject: "Medicare information request from Amy WASHINGTON"

Show content

Amy W. sent Gloria Adams a needs assessment.

Mon, Jun 24, 10:37 a.m.

Gloria Adams started a needs assessment.

Mon, Jun 24, 9:23 a.m.

Spark (Alex Z.) sent Gloria Adams a needs assessment.

Mon, Jun 24, 9:22 a.m.

Gloria Adams: REMINDER TO DO THIS

Due: Tue, Jun 18, Completed: Mon, Jun 17, 12:26 p.m.

you better remember

Spark (Jenna S.)

Mon, Jun 17, 12:24 p.m.

Really important information and documentation

ab55ea58cf68ad840fe55bcda3c4a9ce30cd97f2_orig.jpg

Spark (Jenna S.)

Mon, Jun 17, 12:21 p.m.

FIST SHAKE

Spark (Jenna S.) sent Gloria Adams a referral request.

Mon, Jun 17, 12:20 p.m.

Spark emailed Gloria Adams.

Thu, Jun 13, 4:11 p.m.

From: Amy Washington <no-reply@spkstaging.com>

To: jenna+phyllis@sparkadvisors.com

Subject: "Amy Washington: your Scope of Appointment to sign"

Show content

Spark (Jenna S.) sent Gloria Adams a SOA.

Thu, Jun 13, 4:11 p.m.

commented on a support request for Gloria Adams.

Tue, Jun 04, 3:49 p.m.

aaa

commented on a support request for Gloria Adams.

Tue, Jun 04, 3:48 p.m.

test

Agent input needed: test

added a plan.

Sat, Jun 01, 3:00 a.m.

Spark (Jessie A.)

Tue, May 28, 3:42 p.m.

member called from 55555555555


124 1/2 5th St, 232, Austell, NY, 10003

Spark (Jessie A.) commented on a support request for Gloria Adams.

Tue, May 28, 3:40 p.m.

****************not confirmed***************

Brian J. Waldron
NEW YORK CITY OSTEOPATHY PLLC
40 Exchange Pl
Suite 1704
New York, NY 10005-2780
(212) 344-5361
**in network
**several female providers available
**scheduling mid June
**10 minutes from members location

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Spark emailed Gloria Adams.

Tue, May 28, 3:37 p.m.

From: Spark <help@spkstaging.com>

To: demo@sparkadvisors.com

Subject: "How was 

Now to view Contact Preferences scroll down and click on "Settings"

You can view how you would like to be notified and if you want the notifications sent via email or text.

After you have selected the notifications you would like please click "Save changes" to save your selections.

In the Activity tab, we can view an additional space for Reminders. You're able to create reminders similarly to how you can under a specific contact.

You can add a new reminder by clicking on "Add reminder"

Once you have saved the reminder, it will appear directly in the Reminders tab.

Creating Reminders, Setting up Your Notifications, and Using our New Sticky Note